The committee are delighted to bring you our second event of 2018! This event is themed around stewardship- both in-memory and legacy.

Thanks to our sponsors, Capacity Marketing, Legacy Foresight, Legacy Link and MuchLoved. Their support allows us to continue to bring these event to you free of charge and for this event start with a free networking lunch.

If you find you can't attend please let the committee know as we often have a wait list for our events.

Agenda:

12.30 Registration and Networking Lunch

1:30 Introduction and Sponsors Slot - Legacy Foresight

1:50 Claire Routley, Director at Legacy Fundraising

Claire will share how The Bible Society have been using their campaign 'Share your verse' to engage supporters and steward legacy considers and pledgers.

2:15 Pauline Donkin, Individual Giving Manager at St Elizabeth Hospice and a Tribute Fund holder

Pauline will share how she has been working with a family and their fundraising through their tribute fund. She will share how she has managed the relationship. A member of the family will also speak about why they set up the tribute fund, what they hope to achieve and what support and stewardship they were looking for from the Hospice.

2:40 Catherine Weston and Emma Hazlewood from the National Trust

Catherine Weston, Gifts in Wills Coordinator, and Emma Hazlewood, Gifts in Wills Manager, share insights from over ten years of National Trust legacy events and give their top five tips for a successful pledger event.

3.05 Break and Networking

3.30 Richard Radcliffe, Founder, Radcliffe Consulting

Do legacy prospects (enquirers and pledgers) want to be stewarded? Since July 2016 there has been a donor revolution but not a fundraising revolution. Are we stuck in relationship building mode when so many donors are saying “Leave me alone”? Or do they have egos which need massaging? Do donors know what they want? As we hit a period of intelligent fussy, inquisitive, baby boomer legacy prospects, what should be done in terms of protecting or upgrading legacies? Richard will share his views from over 1000 donors in the last 18 months and ask: Do we as fundraisers, or even legacy prospects , know what is best to ensure success from stewardship?

4.00 Panel Discussion

Panel to consist of: Domino MacNaughton - Head of Legacy Promotions at Macmillan, Sharon Comfort - Account Director at Legacy Voice and Michael Clark - Gifts in Wills and In-Memory Manager at Cystic Fibrosis Trust, Jenny Kronbergs - Marketing Manager, Legacies and In Memory at Save the Children UK and Clair Lucy, Headof Gifts in Wills, Unicef UK

The panel will discuss two topics and take questions from the floor:

1- The pros and cons of ring-fencing legacy/in mem supporters vs integrating across the charity?

2- With a growing trend of supporters not being contactable on the phone , how are charities adapting supporter journeys? Are they still adhering to the traditional considerer, intender, pledger model, or are people doing something more radical and moving away from these legacy flags as a basis for KPIs?

4.30 Close and depart.

Registrations are closed

April Legacy & In Memory SIG: Stewardship